Vanguard Personalized Indexing Management LLC Grows Stock Position in Samsara Inc. $IOT

Vanguard Personalized Indexing Management LLC raised its holdings in Samsara Inc. (NYSE:IOT) by 6.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 23,746 shares of the company’s stock after buying an additional 1,370 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Samsara were worth $945,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IOT. Keystone Financial Group Inc. raised its stake in Samsara by 300.0% in the first quarter. Keystone Financial Group Inc. now owns 600 shares of the company’s stock valued at $25,000 after buying an additional 450 shares during the last quarter. CWM LLC raised its stake in Samsara by 385.3% in the first quarter. CWM LLC now owns 1,053 shares of the company’s stock valued at $40,000 after buying an additional 836 shares during the last quarter. AlphaQuest LLC raised its stake in Samsara by 519.6% in the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock valued at $40,000 after buying an additional 873 shares during the last quarter. Family Legacy Financial Solutions LLC acquired a new position in shares of Samsara in the second quarter valued at about $40,000. Finally, UMB Bank n.a. raised its stake in shares of Samsara by 31.9% in the second quarter. UMB Bank n.a. now owns 1,904 shares of the company’s stock worth $76,000 after purchasing an additional 461 shares during the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Samsara Stock Up 0.4%

Samsara stock opened at $36.55 on Monday. The firm has a market cap of $20.97 billion, a price-to-earnings ratio of -228.43 and a beta of 1.60. Samsara Inc. has a 52 week low of $31.40 and a 52 week high of $61.90. The business’s 50-day moving average price is $37.04 and its 200 day moving average price is $39.16.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, September 4th. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.07 by $0.05. The firm had revenue of $391.48 million for the quarter, compared to analyst estimates of $372.22 million. Samsara had a negative return on equity of 7.53% and a negative net margin of 6.16%.Samsara’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period last year, the company earned $0.05 earnings per share. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. Equities analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Insider Buying and Selling

In other Samsara news, insider Sanjit Biswas sold 160,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 7th. The stock was sold at an average price of $38.36, for a total value of $6,137,600.00. Following the sale, the insider directly owned 36,000 shares of the company’s stock, valued at approximately $1,380,960. This trade represents a 81.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Bicket sold 170,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 7th. The shares were sold at an average price of $38.35, for a total value of $6,519,500.00. Following the completion of the sale, the insider directly owned 36,000 shares in the company, valued at approximately $1,380,600. The trade was a 82.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 3,724,596 shares of company stock valued at $139,876,457 in the last 90 days. Corporate insiders own 46.49% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on IOT. Truist Financial raised their price objective on Samsara from $35.00 to $39.00 and gave the stock a “hold” rating in a research note on Friday, September 5th. Evercore ISI set a $50.00 price objective on Samsara and gave the stock an “outperform” rating in a research note on Wednesday, October 1st. Wall Street Zen cut Samsara from a “buy” rating to a “hold” rating in a research note on Saturday, August 9th. Morgan Stanley raised their price objective on Samsara from $50.00 to $53.00 and gave the stock an “equal weight” rating in a research note on Monday, September 8th. Finally, Piper Sandler raised their price objective on Samsara from $47.00 to $48.00 and gave the stock an “overweight” rating in a research note on Friday, September 5th. Eight investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $49.55.

Samsara Profile

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.